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Templates

TEMPLATES

Are you ready to transform your business? Use the templates below to access more clients, increase profitability while decreasing the workflow.

Dubsado Templates

Dubsado Project Proposal Template Bundle | Created by Cohesive Consulting

Tired of spending hours on designing forms in Dubsado, only to come up short? We've designed these Dubsado templates to make it easy for you to market your products, packages, and add-ons. The best part? There's absolutely no code required in order to get an awe-worthy form that will WOW your clients and you can customize them with your own colors for cohesive branding across your website, social platforms, and marketing materials.

Dubsado Templates The Brown Edition for Women

Dubsado Graphic Templates

Includes: Canva Templates and Dubsado Video Guide

Full Dubsado Build-out

Includes: Canva Templates, Dubsado Video Guide, 21 Calls to Action emails, Sale Emails bundle, Dubsado Trello Board Access, and Dubsado Guide E-book

Dubsado Templates The Brown Edition for Men

Dubsado Graphic Templates

Includes: Canva Templates and Dubsado Video Guide

Full Dubsado Build-out

Includes: Canva Templates, Dubsado Video Guide, 21 Calls to Action emails, Sale Emails bundle, Dubsado Trello Board Access, and Dubsado Guide E-book

Chic Dubsado Template Bundle For Consultants

Dubsado Graphic Templates

Includes: Canva Templates and Dubsado Video Guide

Full Dubsado Build-out

Includes: Canva Templates, Dubsado Video Guide, 21 Calls to Action emails, Sale Emails bundle, Dubsado Trello Board Access, and Dubsado Guide E-book

Savvy Dubsado Template Bundle For Photographers

Dubsado Graphic Templates

Includes: Canva Templates and Dubsado Video Guide

Full Dubsado Build-out

Includes: Canva Templates, Dubsado Video Guide, 21 Calls to Action emails, Sale Emails bundle, Dubsado Trello Board Access, and Dubsado Guide E-book

Sleek Dubsado Template Bundle For Coaches

Dubsado Graphic Templates

Includes: Canva Templates and Dubsado Video Guide

Full Dubsado Build-out

Includes: Canva Templates, Dubsado Video Guide, 21 Calls to Action emails, Sale Emails bundle, Dubsado Trello Board Access, and Dubsado Guide E-book

Dubsado Template Bundle For Tax Professionals

Dubsado Graphic Templates

Includes: Canva Templates and Dubsado Video Guide

Full Dubsado Build-out

Includes: Canva Templates, Dubsado Video Guide, 21 Calls to Action emails, Sale Emails bundle, Dubsado Trello Board Access, and Dubsado Guide E-book

Dubsado Template Bundle For  Lawyers

Dubsado Graphic Templates

Includes: Canva Templates and Dubsado Video Guide

Full Dubsado Build-out

Includes: Canva Templates, Dubsado Video Guide, 21 Calls to Action emails, Sale Emails bundle, Dubsado Trello Board Access, and Dubsado Guide E-book

Automate your client journey process

Automating your client journey process can create efficiency and build stronger customer relationships. Use this template to help you how to nurture your prospects or automate your process by adding them to your CRM System.

Image by Keren Levand

The 21 Call to Action Templates

This The 21 Call to Action Bundle gives you the entire spread of Email templates that can be utilized as pre-determined responses to common questions, scheduling reminders, hard convos, or anything that you write out more than 1x. Works well with ANY CRM systems such as Dubsado, Honeybook, and Salesforce and Email Auto-Responders. 

Image by Sarah Dorweiler

Secure the Bag with Follow-Up Email Templates

If you want to SECURE THE BAG & close out on sales flawlessly, then grab this set of 19 templates to follow-up with clients. Personalize them and implement them to manually nurture your prospects or automate your process by adding them to your CRM System or Email Auto-Responders.

Image by Samantha Gades

Automate and Organize your Business

Save yourself the time, chaos, money, & frustration from the guesswork of Googling what to use next. Here is the list of Downloadable & Discounted Links to Enhance Your Business

Create your own Client Onboarding
Welcome Package

Use this template and spend only 60 minutes creating a step-by-step guide to give your clients specific details on how to work with you!

Image by Bench Accounting

Welcome Guide Template to Onboard New Clients

Get this template and spend only 60 minutes creating a step-by-step guide to give your clients specific details on how to work with you! Stop sending daunting emails 2 days later after they paid and put this on auto-pilot. 

How to templates

These templates allow you to increase efficiency so you can scale your business with ease and abundance.

Image by Helena Hertz

How to INCREASE your Steams of Revenue with Digital Products

With any sector of business, whether product or service based, you can create another stream of revenue by offering an E-Course or E-Book. 

 

It's time to maximize on your gifts by diversifying your business & being strategic in your game-plan. 

Image by J. Kelly Brito

How to ONBOARD & Manage New Clients

How much time do you take in onboarding clients?

Can you do it in less than 1 minute?

If not, this Kit is definitely for you. 

Image by freestocks

How to SET Entrepreneurial Goals & Accountability Digital Workbook

Getting this kit will allow you to gain clarity in your goal setting and allow you to create successful ways to hold yourself accountable in accomplishing them. 

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I've carefully curated a set of templates and courses to help support business owners, improve their day-to-day processes, streamline their backend operations and minimize manual tasks.

Click the button to access my template shop resources!